In general, the steps to Obtain CFP certification are:


Step 1: Successful completion and FPSC-approved Core Curriculum education program.

Step 2: Pass the FPSC Level 1 Examination in Financial Planning TM.

Step 3: Submit an application to receive FPSC Level 1 Certification in Financial Planning to FPSC.

Step 4: Successfully complete an FPSC-approved Capstone Course.

Step 5: Pass the CFP examination.

Step 6: Complete three years of qualifying financial planning work experience.

Step 7: Submit an application CFP certification to FPSC.


For further information about the pathway to certification, please visit the Financial Planning Standards Council website.